Filed: 1/9/2026ACC: 0001730817-26-000001
๐ What this filing means
180 WEALTH ADVISORS, LLC filed this quarterly 13FโHR report disclosing 471 equity positions with a total reported market value of $878.29M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
471
Positions
$878.29M
Total AUM (reported)
16.95M
Total Shares
Allocation by class
COM$429.94M49.0%
CL A$52.33M6.0%
COM NEW$32.56M3.7%
SHS$22.86M2.6%
MSCI GLB SLV&MTL$18.24M2.1%
SPONSORED ADS$14.69M1.7%
COM CL A$13.19M1.5%
Portfolio Concentration
Top 3$115.31M13.1%
4โ10$117.11M13.3%
11โ25$144.32M16.4%
Rest$501.55M57.1%
Top 3 weight
13.1%
Top 10 weight
26.5%
Voting Authority Distribution
Total shares with voting rights: 16.95M
Sole
Full voting authority
9.82M
shares
% of voting shares57.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
7.13M
shares
% of voting shares42.1%
Investment Discretion (by position count)
Sole471
Shared0
Other0
Dominant voting typeSole ยท 57.9% of voting shares
Institutional Holdings471
Rows:
MICROSOFT CORP
SOLEShares108.02K
TypeSH
Market value$52.24M
5.95%
Sole
80.53K
Shared
0.00
None
27.49K
NVIDIA CORPORATION
SOLEShares192.56K
TypeSH
Market value$35.91M
4.09%
Sole
126.83K
Shared
0.00
None
65.73K
APPLE INC
SOLEShares99.90K
TypeSH
Market value$27.16M
3.09%
Sole
55.10K
Shared
0.00
None
44.80K
AMAZON COM INC
SOLEShares95.82K
TypeSH
Market value$22.12M
2.52%
Sole
68.13K
Shared
0.00
None
27.69K
BROADCOM INC
SOLEShares59.15K
TypeSH
Market value$20.47M
2.33%
Sole
25.55K
Shared
0.00
None
33.60K
ISHARES INC
SOLEShares532.17K
TypeSH
Market value$18.24M
2.08%
Sole
396.75K
Shared
0.00
None
135.43K
MANNKIND CORP
SOLEShares2.96M
TypeSH
Market value$16.78M
1.91%
Sole
2.17M
Shared
0.00
None
788.86K
TESLA INC
SOLEShares32.06K
TypeSH
Market value$14.42M
1.64%
Sole
19.42K
Shared
0.00
None
12.64K
ISHARES INC
SOLEShares172.15K
TypeSH
Market value$12.68M
1.44%
Sole
135.83K
Shared
0.00
None
36.32K
ETFS GOLD TR
SOLEShares302.01K
TypeSH
Market value$12.41M
1.41%
Sole
219.63K
Shared
0.00
None
82.38K
ALPHABET INC
SOLEShares38.67K
TypeSH
Market value$12.10M
1.38%
Sole
24.17K
Shared
0.00
None
14.50K
ALPHABET INC
SOLEShares37.79K
TypeSH
Market value$11.86M
1.35%
Sole
24.02K
Shared
0.00
None
13.77K
ABRDN SILVER ETF TRUST
SOLEShares164.81K
TypeSH
Market value$11.15M
1.27%
Sole
114.74K
Shared
0.00
None
50.07K
BLACKROCK RES & COMMODITIES
SOLEShares1.01M
TypeSH
Market value$11.04M
1.26%
Sole
723.95K
Shared
0.00
None
281.15K
VANGUARD INTL EQUITY INDEX F
SOLEShares203.76K
TypeSH
Market value$10.95M
1.25%
Sole
145.98K
Shared
0.00
None
57.78K
META PLATFORMS INC
SOLEShares16.32K
TypeSH
Market value$10.77M
1.23%
Sole
9.91K
Shared
0.00
None
6.41K
GRAIL INC
SOLEShares115.05K
TypeSH
Market value$9.85M
1.12%
Sole
59.15K
Shared
0.00
None
55.90K
VANECK ETF TRUST
SOLEShares110.69K
TypeSH
Market value$9.49M
1.08%
Sole
68.11K
Shared
0.00
None
42.59K
VANGUARD SPECIALIZED FUNDS
SOLEShares43.19K
TypeSH
Market value$9.49M
1.08%
Sole
33.22K
Shared
0.00
None
9.97K
VANGUARD WHITEHALL FDS
SOLEShares61.74K
TypeSH
Market value$8.86M
1.01%
Sole
44.98K
Shared
0.00
None
16.76K
UIPATH INC
SOLEShares526.96K
TypeSH
Market value$8.64M
0.98%
Sole
285.81K
Shared
0.00
None
241.15K
TWILIO INC
SOLEShares56.12K
TypeSH
Market value$7.98M
0.91%
Sole
35.01K
Shared
0.00
None
21.11K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares25.86K
TypeSH
Market value$7.86M
0.89%
Sole
2.29K
Shared
0.00
None
23.57K
WALMART INC
SOLEShares64.70K
TypeSH
Market value$7.21M
0.82%
Sole
20.95K
Shared
0.00
None
43.74K
DIMENSIONAL ETF TRUST
SOLEShares185.34K
TypeSH
Market value$7.06M
0.80%
Sole
110.34K
Shared
0.00
None
75K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 108.02K | SH | $52.24M 5.95% | 80.53K | 0.00 | 27.49K |
NVIDIA CORPORATIONSOLE | COM | 192.56K | SH | $35.91M 4.09% | 126.83K | 0.00 | 65.73K |
APPLE INCSOLE | COM | 99.90K | SH | $27.16M 3.09% | 55.10K | 0.00 | 44.80K |
AMAZON COM INCSOLE | COM | 95.82K | SH | $22.12M 2.52% | 68.13K | 0.00 | 27.69K |
BROADCOM INCSOLE | COM | 59.15K | SH | $20.47M 2.33% | 25.55K | 0.00 | 33.60K |
ISHARES INCSOLE | MSCI GLB SLV&MTL | 532.17K | SH | $18.24M 2.08% | 396.75K | 0.00 | 135.43K |
MANNKIND CORPSOLE | COM NEW | 2.96M | SH | $16.78M 1.91% | 2.17M | 0.00 | 788.86K |
TESLA INCSOLE | COM | 32.06K | SH | $14.42M 1.64% | 19.42K | 0.00 | 12.64K |
ISHARES INCSOLE | MSCI GBL GOLD MN | 172.15K | SH | $12.68M 1.44% | 135.83K | 0.00 | 36.32K |
ETFS GOLD TRSOLE | PHYSCL GOLD SHS | 302.01K | SH | $12.41M 1.41% | 219.63K | 0.00 | 82.38K |
ALPHABET INCSOLE | CAP STK CL A | 38.67K | SH | $12.10M 1.38% | 24.17K | 0.00 | 14.50K |
ALPHABET INCSOLE | CAP STK CL C | 37.79K | SH | $11.86M 1.35% | 24.02K | 0.00 | 13.77K |
ABRDN SILVER ETF TRUSTSOLE | PHYSCL SILVR SHS | 164.81K | SH | $11.15M 1.27% | 114.74K | 0.00 | 50.07K |
BLACKROCK RES & COMMODITIESSOLE | SHS | 1.01M | SH | $11.04M 1.26% | 723.95K | 0.00 | 281.15K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 203.76K | SH | $10.95M 1.25% | 145.98K | 0.00 | 57.78K |
META PLATFORMS INCSOLE | CL A | 16.32K | SH | $10.77M 1.23% | 9.91K | 0.00 | 6.41K |
GRAIL INCSOLE | COM | 115.05K | SH | $9.85M 1.12% | 59.15K | 0.00 | 55.90K |
VANECK ETF TRUSTSOLE | GOLD MINERS ETF | 110.69K | SH | $9.49M 1.08% | 68.11K | 0.00 | 42.59K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 43.19K | SH | $9.49M 1.08% | 33.22K | 0.00 | 9.97K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 61.74K | SH | $8.86M 1.01% | 44.98K | 0.00 | 16.76K |
UIPATH INCSOLE | CL A | 526.96K | SH | $8.64M 0.98% | 285.81K | 0.00 | 241.15K |
TWILIO INCSOLE | CL A | 56.12K | SH | $7.98M 0.91% | 35.01K | 0.00 | 21.11K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 25.86K | SH | $7.86M 0.89% | 2.29K | 0.00 | 23.57K |
WALMART INCSOLE | COM | 64.70K | SH | $7.21M 0.82% | 20.95K | 0.00 | 43.74K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 185.34K | SH | $7.06M 0.80% | 110.34K | 0.00 | 75K |
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